Beyer Wealth

06/02/2026

The headlines are hard to ignore.

Markets are near all time highs. AI related companies have driven a significant portion of recent gains. Optimism is everywhere.

But when markets are reaching new highs, investors should ask themselves an important question:

Is my portfolio built only for offense, or is it prepared to play defense too?

No one knows what the next 12 months will bring. Markets may continue higher. They may not.

That's why many investors are taking a closer look at alternative investments.

Alternatives can provide diversification beyond traditional stocks and bonds, helping reduce reliance on a single market outcome. When incorporated thoughtfully, they can serve as a valuable hedge during periods of uncertainty and volatility.

The goal isn't to abandon growth opportunities.

The goal is to build a portfolio that can withstand different market environments.

When everyone is focused on chasing returns, it may be worth asking whether your portfolio has enough protection built in.

What role do alternative investments play in your long term strategy?

05/30/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

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05/29/2026

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of those to consider. Raymond James Chief Investment Officer Larry Adam analyzes the macro backdrop:

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05/22/2026

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam explains the dynamics at play in the upgraded year-end S&P 500 target:

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05/15/2026

As the Federal Reserve enters a new era under Kevin Warsh's leadership, Raymond James Chief Investment Officer Larry Adam examines the key near-term challenges facing the Fed in the latest Weekly Headings.

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05/08/2026

With earnings season underway, Chief Investment Officer Larry Adam outlines five takeaways and what they mean for the economy and financial markets in Weekly Headings:

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05/01/2026

Elevated oil prices are creating near-term pressure, but strong fundamentals are expected to help offset the impact. Raymond James Chief Investment Officer Larry Adam shares four key reasons oil prices are expected to trend lower into year-end.

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05/01/2026

As the conflict in the Middle East continues, consumers and labor markets have remained resilient, while corporate earnings are expected to grow. Learn more in the April market recap:

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04/30/2026

I spent yesterday at the Raymond James Economic Forum at their headquarters in St. Petersburg—an insightful day filled with valuable conversations and fresh perspective.

The sessions covered everything from innovative strategies in private banking to navigating macro volatility and identifying strategic investment opportunities in today’s environment.

It was great to hear from a range of speakers across the industry, including teams from ClariVest Asset Management LLC, GWS SI Consultants, Eagle Asset Management and others—each bringing a unique lens to where markets and client strategies may be headed.

Always a good reminder that staying sharp means staying curious and connected.

04/24/2026

Equity markets have hit several milestones in recent weeks. Attention now turns to updates on the Iran conflict, economic data, earnings and the Federal Reserve. Chief Investment Officer Larry Adam explains what to watch in Weekly Headings.

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